Team Name: The Willenbrock Group
Firm: UBS Wealth Management
Senior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott Ansel
Location: Denver, CO
Team Custodied Assets: $770 million
Background: Tad Willenbrock’s introduction to wealth management came from next door. Growing up in Colorado Springs, he lived beside a Merrill Lynch advisor who told him, after Tad came home from college one day, “you’d be good at what I do.” Willenbrock says he loved the way his neighbor interacted with people—and it ultimately pushed him to interview with several firms and accept an offer from Dean Witter, a predecessor of Morgan Stanley. At Dean Witter…
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